Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,919 | $53,516+118.5% | $126,539-7.6% | $84,808+37.9% |
| Participation rate | 70.6% | 58.2%+12.3pp | 69.8%+0.8pp | 68.3%+2.3pp |
| Annual return | 16.06% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,792 | $2,671+154.3% | $4,083+66.4% | $4,212+61.3% |
| Admin fee / account holder | $4,292 | $4,497-4.5% | $6,065-29.2% | $7,344-41.5% |